J. Team Financial, Inc.

All 13F Filings

Location
Abilene, TX
Most recent 13F
Q2 2026
Holdings value ($000)
102,941
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 102 102,941 13F-HR J. Team Financial, Inc.
Q1 2026 4/22/2026 84 89,342 13F-HR J. Team Financial, Inc.
Q4 2025 1/29/2026 87 100,070 13F-HR J. Team Financial, Inc.
Q3 2025 1/29/2026 84 98,574 13F-HR J. Team Financial, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 58.26 K 56.6% 13.51 K 0 13.51 K
ETFs 44.69 K 43.4% 289 0 289
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
102,941
Holdings
102
QoQ value change ($000)
13,599 (15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.